KINDNESS FINANCIAL PLANNING

KINDNESS FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 316923). Regulatory assets under management: $42.0M.

Registration

• CRD: 316923
• Type: Registered investment adviser
• Phone: 206-651-5097
• Latest filing: 2026-01-09
• Regulatory AUM: $42.0M
• Discretionary AUM: $39.6M
• Non-discretionary AUM: $2.4M
• Clients: 1
• Accounts: 115

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316923 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search